TickerTalks
Browse all tickers →
TickerTalks›$RBLX
RBRBLX

Roblox Corporation

$RBLX·$40B·Electronic Gaming & Multimedia·Technology
$54.01-5.4%YTD-33.7%1Y-54.6%
Mentions · last 7 days
2026-07-09: 174 posts2026-07-10: 240 posts2026-07-11: 112 posts2026-07-12: 151 posts2026-07-13: 320 posts2026-07-14: 160 posts2026-07-15: 237 posts1,411+5%
Price updated 10h ago·X counts updated 1d ago
RBRBLX
$RBLXRoblox Corporation
$54.01-5.36%1.4k posts+5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RBLX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Two Sigma just built a $1B+ position and CCU spiked 27% mid-week — the coil is loaded ahead of July 30.

Roblox is the user-generated-content gaming platform whose 2026 tape has been down 30% YTD despite continued platform-metric acceleration. The stock is coiled at 15% of the 52-week range with a fresh $1B+ Two Sigma position and a Rolling Stones cultural crossover.

  • The core platform metrics are accelerating: Q1 2026 revenue grew 39% YoY to $1.44B, gross margin held at 80%, and while operating margin was -20% the FCF yield of 5.5% shows the cash-generation profile is genuinely turning — bookings and daily-active-users are the metrics that matter, and both are compounding.
  • The Two Sigma anchor is meaningful institutional confirmation: Two Sigma now has a $1B+ position accumulated almost entirely across Q4 2025 and Q1 2026 — a major smart-money accumulation into a beaten-down consumer-internet name, which is exactly the pattern that precedes turnaround rallies.
  • The cultural relevance keeps compounding: CCU spiked to 18.4M on a Wednesday (+27% vs last week), unusual mid-week strength, and the Rolling Stones launched their new album 'Foreign Tongues' on Roblox with a built-for-Roblox experience — real cultural crossover, not just a metric aberration.

The July 30 Q2 earnings are the near-term arbiter — Q2 bookings growth trajectory, DAU + engagement metrics, and any specific commentary on 17+ mature-content roll-out extend the coiling setup toward the pre-drawdown levels. A DAU deceleration or ad-market-linked bookings miss stalls the tape below $55.

Agrees with X sentimentX is bullish institutional, cites Two Sigma's $1B+ position accumulated across Q4 2025 / Q1 2026, CCU spike to 18.4M (+27%), and the Rolling Stones 'Foreign Tongues' Roblox experience. Mechanics validate: Q1 revenue +39% YoY at 80% gross margin, 5.5% FCF yield, and the platform-metric acceleration is real. The tension is -20% operating margin — the July 30 print has to affirm the bookings trajectory to justify the $57 setup.

What to watch: The July 30 Q2 earnings. Watch bookings growth trajectory, DAU + engagement metrics, and any 17+ mature-content roll-out commentary. DAU deceleration or ad-market-linked bookings miss stalls the tape sub-$55; steady growth + Rolling Stones follow-through extends toward pre-drawdown levels.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-15

Roblox chatter is bullish institutional. Two Sigma now has a $1B+ position in Roblox accumulated almost entirely across Q4 2025 and Q1 2026 - a major smart-money confirmation. Roblox CCU spiked to 18.4M on a Wednesday (+27% vs last week) - unusual mid-week strength. The Rolling Stones launched their new album 'Foreign Tongues' on Roblox alongside a built-for-Roblox experience - major cultural crossover. Community frames the platform's client-server architecture scaling to 132M DAUs plus new server-side simulation as enabling competitive-multiplayer games. Bulls call RBLX 'young John Carmack would build here.' No bear thread.

Read the AI verdict + X sentiment for $RBLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $RBLX.

Electronic Gaming & Multimedia · Technology

No material change from last week — Roblox's user safety restrictions are suppressing engagement and bookings while TTWO's weak GTA VI monetization timeline guidance depresses sector sentiment.

What this means for $RBLX

Direct beneficiary — User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency; core operations sit in the path of the live-service monetization versus engagement headwinds.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-15.7%YTD
-21.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-276%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$-0.35$-0.41+14.5%
Q4 2025Feb 5, 2026$-0.45$-0.47+3.7%
Q3 2025Oct 30, 2025$-0.37$-0.49+23.8%
Q2 2025Jul 31, 2025$-0.41$-0.36-12.4%
Next earningsThu, Jul 30·consensus EPS $-0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+39.3%79.6%-20.4%$-0.35$596.0M
Q4 FY25$1.4B+43.2%77.7%-25.3%$-0.45$307.1M
Q3 FY25$1.4B+48.0%78.2%-21.8%$-0.37$563.5M
Q2 FY25$1.1B+20.9%78.2%-29.8%$-0.41$176.7M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$7.4B – $7.6B-$1.50-$1.57 – -$1.4118
FY27$8.8B$8.6B – $9.5B-$1.13-$1.61 – -$0.6819
FY28$10.5B$10.5B – $10.6B-$0.77-$1.98 – $0.9713
FY29$12.9B$12.4B – $13.7B-$1.01-$1.09 – -$0.9612
FY30$14.6B$14.1B – $15.6B-$0.84-$0.91 – -$0.806

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.13%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Mark ReinstraChief Legal Off. & Corp. Sec.4.5K sh$259KSellJul 1Gregory BaszuckiDirector16.7K sh$961KSellJun 8Mark ReinstraChief Legal Off. & Corp. Sec.6.0K sh$249KSellJun 1Gregory BaszuckiDirector16.7K sh$777KSellMay 26Rawlings Amy MarieChief Accounting Officer274 sh$13KSellMay 22Buckley Sean JackChief People & Systems Officer4.7K sh$220KSellMay 21Mark ReinstraChief Legal Off. & Corp. Sec.5.5K sh$253KSellMay 20Mark ReinstraChief Legal Off. & Corp. Sec.17.3K sh$782KSellMay 20Buckley Sean JackChief People & Systems Officer5.7K sh$257KSellMay 20Naveen K. ChopraCFO16.9K sh$764K
1–10 of 23
+ 19 other (15 awards · 3 others · 1 conversion) in window

See when $RBLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Roblox Corporation (RBLX) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RBLX reported first quarter ended March 31, 2026 as well as second financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsMar 273
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-27, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 233
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-23, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 208-K — Item 5.02: Officer or director change
AI summary

RBLX disclosed a personnel change (8-K Item 5.02, dated 2026-03-20). An executive departure and a new appointment are both reported. Chief Financial Officer of Activision Blizzard. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (3 13Gs · 2 proxys · 1 D · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ROBLOX DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Roblox Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – RBLXglobenewswire.com·16h agoRoblox launches an AI-powered game creation feature in its mobile apptechcrunch.com·17h agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Roblox Corporation of Class Action Lawsuit and Upcoming Deadlines - RBLXprnewswire.com·22h agoRoblox Introduces Build: A New Way to Create on the Platformbusinesswire.com·22h agoSHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Roblox Corporation (RBLX)globenewswire.com·23h ago

More in Electronic Gaming & Multimedia

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TTWO$MRDN$MYPS$MGRT$BRAG$GCL
Voices on X · top 8 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport